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OSI Systems (OSIS)
NASDAQ:OSIS
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OSI Systems (OSIS) Price & Analysis

324 Followers

OSIS Stock Chart & Stats

$309.68
-$4.78(-2.93%)
At close: 4:00 PM EST
$309.68
-$4.78(-2.93%)

Bulls Say, Bears Say

Bulls Say
Top-line Growth & ProfitabilityConsistent revenue acceleration alongside durable gross (~33%) and operating (~12%) margins and ROE near 16–17% indicate the business model generates sustainable earnings. This supports reinvestment in R&D and product programs, enabling multi-year competitiveness and margin resilience.
Record Backlog And Strong BookingsA record backlog (~$1.9B) and book-to-bill above 1 provide multi-quarter revenue visibility and program continuity. Large government and OEM awards translate into predictable future equipment, service and aftermarket revenue, strengthening medium-term top-line stability and planning.
Balance Sheet Strength / Low Reported LeverageVery low reported leverage and a sizable equity base provide financial flexibility to fund multi-year programs, absorb timing shocks, invest in product development, and pursue selective M&A. This buffer supports durable operations through cyclical government procurement cycles.
Bears Say
Free Cash Flow VolatilityMaterial decline and volatility in free cash flow (down ~46% TTM with prior-year negative FCF) reduces predictability of internal funding for capex, R&D and working capital. Reliance on lumpy collections makes financing of growth and returns less certain over the next several quarters.
Mexico Revenue Concentration & Timing RiskA sharp decline in large Mexico product revenues and a shift toward service contracts compresses near-term equipment revenue and shifts cash timing. Geographic concentration and program timing raise variability in quarter-to-quarter revenue conversion and working-capital pressure.
Healthcare Segment WeaknessSustained softness and negligible margins in Healthcare reduce consolidated profitability and require either investment or strategic change to restore scale and margins. If unresolved, structural underperformance in this segment will pressure consolidated margin sustainability over coming quarters.

OSI Systems News

OSIS FAQ

What was OSI Systems’s price range in the past 12 months?
OSI Systems lowest stock price was $203.45 and its highest was $311.72 in the past 12 months.
    What is OSI Systems’s market cap?
    OSI Systems’s market cap is $3.49B.
      When is OSI Systems’s upcoming earnings report date?
      OSI Systems’s upcoming earnings report date is Aug 20, 2026 which is in 77 days.
        How were OSI Systems’s earnings last quarter?
        OSI Systems released its earnings results on May 04, 2026. The company reported $2.6 earnings per share for the quarter, beating the consensus estimate of $2.542 by $0.058.
          Is OSI Systems overvalued?
          According to Wall Street analysts OSI Systems’s price is currently Overvalued. Get more investment ideas with TipRanks Premium
            Does OSI Systems pay dividends?
            OSI Systems does not currently pay dividends.
            What is OSI Systems’s EPS estimate?
            OSI Systems’s EPS estimate is 3.77.
              How many shares outstanding does OSI Systems have?
              OSI Systems has 16,482,890 shares outstanding.
                What happened to OSI Systems’s price movement after its last earnings report?
                OSI Systems reported an EPS of $2.6 in its last earnings report, beating expectations of $2.542. Following the earnings report the stock price went down -17.015%.
                  Which hedge fund is a major shareholder of OSI Systems?
                  Currently, no hedge funds are holding shares in OSIS
                  What is the TipRanks Smart Score and how is it calculated?
                  Smart Score combines eight research factors - such as analyst recommendations, hedge fund trends, and technical indicators - to measure a stock’s outlook. These signals are unified into a single score that reflects bullish or bearish momentum. See detailed methodology

                    Company Description

                    OSI Systems

                    OSI Systems, Inc. designs and manufactures electronic systems and components worldwide. It operates in three segments: Security, Healthcare, and Optoelectronics and Manufacturing. The Security segment offers baggage and parcel inspection, cargo and vehicle inspection, hold baggage and people screening, radiation detection, and explosive and narcotics trace detection systems under the Rapiscan Systems, AS&E, and Gatekeeper names. It also provides site design, installation, training, and technical support services; and security screening solutions under the S2 name. The Healthcare segment offers patient monitoring and diagnostic cardiology systems, and related supplies and accessories under the Spacelabs name for use in critical care, emergency, and perioperative areas within hospitals, physicians' offices, medical clinics, and ambulatory surgery centers. The Optoelectronics and Manufacturing segment provides optoelectronic devices under the OSI Optoelectronics, OSI LaserDiode, OSI Laserscan, Semicoa, and Advanced Photonix names for the aerospace and defense, avionics, medical imaging and diagnostics, biochemistry analysis, pharmaceutical, nanotechnology, telecommunications, construction, and homeland security markets. It also offers electronics manufacturing services to original equipment manufacturers and end users for medical, automotive, defense, aerospace, industrial, and consumer applications under the OSI Electronics, APlus Products, Altaflex, and PFC names; and LCD displays for medical, industrial, and consumer electronics applications, as well as flex circuits for OEM customers. This segment offers laser-based remote sensing devices to detect and classify vehicles in toll and traffic management systems under the OSI Laserscan and Autosense names; and solid-state laser products for aerospace, defense, telecommunication, and medical applications under the OSI LaserDiode name. The company was incorporated in 1987 and is headquartered in Hawthorne, California.

                    OSI Systems (OSIS) Earnings & Revenues

                    OSIS Earnings Call

                    Q3 2026
                    0:00 / 0:00
                    Earnings Call Sentiment|Positive
                    The call presented multiple strong operational and financial achievements — record revenue and non-GAAP EPS, a record backlog (~$1.9B), robust bookings (1.3 book-to-bill), pronounced growth in Security excluding Mexico (+25%) and Opto (+10%), RF business momentum, and a meaningful post-quarter Mexico receivable collection (~$74M). Challenges were primarily timing-related and regional: a sharp decline in Mexico product revenue (shift to service), Healthcare softness and negligible margins, temporary disruptions from the Middle East conflict and the DHS shutdown, modest margin and mix pressure, and elevated DSO. Because the positive developments are material (records across revenue, EPS, backlog, bookings, and strategic awards) and management expects many headwinds to be timing-related and to abate, the overall tone is constructive.View all OSIS earnings summaries

                    OSIS Stock 12 Month Forecast

                    Average Price Target

                    $294.75
                    ▼(-4.82% Downside)
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